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U.K. (FTSE) Media Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies26
  • 7D0.5%
  • 3M14.1%
  • 1Y-7.4%
  • YTD-3.5%

The Media is pretty flat in the last 7 days, but Informa has stood out, gaining 3.6%. Unfortunately though, the industry is down 7.0% over the past 12 months. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

Has the U.K. Media Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jun 2026UK£22.8bUK£32.7b-UK£90,675,241.3313.6x-251.6x0.7x
Thu, 21 May 2026UK£22.1bUK£32.8b-UK£78,196,569.6413.4x-282.6x0.7x
Sat, 18 Apr 2026UK£22.5bUK£33.0b-UK£63,476,891.3714.8x-354.6x0.7x
Mon, 16 Mar 2026UK£20.8bUK£33.0b-UK£335,567,819.9816.5x-62x0.6x
Wed, 11 Feb 2026UK£23.7bUK£32.9bUK£403.3m14.8x58.6x0.7x
Fri, 09 Jan 2026UK£24.3bUK£32.9bUK£404.6m14.4x60x0.7x
Sun, 07 Dec 2025UK£24.5bUK£33.1bUK£398.6m14.4x61.5x0.7x
Tue, 04 Nov 2025UK£24.0bUK£33.2bUK£416.3m12.7x57.6x0.7x
Thu, 02 Oct 2025UK£25.2bUK£33.1bUK£405.6m14.3x62.1x0.8x
Sat, 30 Aug 2025UK£24.6bUK£33.3bUK£481.9m12.5x51.1x0.7x
Mon, 28 Jul 2025UK£25.4bUK£34.1bUK£600.8m12.7x42.3x0.7x
Wed, 25 Jun 2025UK£25.5bUK£33.6bUK£1.1b12.3x24.2x0.8x
Fri, 23 May 2025UK£25.8bUK£33.6bUK£1.1b11.5x24.3x0.8x
Sun, 20 Apr 2025UK£23.1bUK£33.7bUK£1.1b11.5x21.2x0.7x
Tue, 18 Mar 2025UK£26.1bUK£33.8bUK£1.5b12.3x18x0.8x
Thu, 13 Feb 2025UK£30.9bUK£28.7bUK£1.3b16.2x24.2x1.1x
Sat, 11 Jan 2025UK£28.7bUK£28.8bUK£1.3b14.1x22.4x1x
Mon, 09 Dec 2024UK£29.6bUK£28.7bUK£1.3b16x23.2x1x
Wed, 06 Nov 2024UK£28.6bUK£28.6bUK£1.3b16.6x22.5x1x
Fri, 04 Oct 2024UK£29.3bUK£28.7bUK£1.3b18.9x22.2x1x
Sun, 01 Sep 2024UK£30.1bUK£28.8bUK£1.3b17.8x23.6x1x
Tue, 30 Jul 2024UK£31.1bUK£28.8bUK£1.1b20.4x27.8x1.1x
Thu, 27 Jun 2024UK£30.4bUK£28.7bUK£1.0b18.4x30.4x1.1x
Sat, 25 May 2024UK£31.9bUK£28.6bUK£974.5m20.9x32.7x1.1x
Mon, 22 Apr 2024UK£30.1bUK£28.7bUK£994.2m20.5x30.3x1x
Wed, 20 Mar 2024UK£30.0bUK£29.2bUK£824.0m20.8x36.4x1x
Fri, 16 Feb 2024UK£30.1bUK£28.9bUK£1.2b21.3x24.4x1x
Sun, 14 Jan 2024UK£31.1bUK£29.6bUK£1.2b17.8x26.3x1.1x
Tue, 12 Dec 2023UK£31.1bUK£29.6bUK£1.2b17.8x26.2x1x
Thu, 09 Nov 2023UK£29.9bUK£29.0bUK£1.2b17.3x25.2x1x
Sat, 07 Oct 2023UK£29.9bUK£29.0bUK£1.2b19.1x25.4x1x
Mon, 04 Sep 2023UK£31.0bUK£28.8bUK£1.1b24.2x28.5x1.1x
Wed, 02 Aug 2023UK£32.7bUK£28.3bUK£1.2b23.1x26.5x1.2x
Fri, 30 Jun 2023UK£31.6bUK£27.8bUK£1.2b42.5x27.1x1.1x
Price to Earnings Ratio

27.1x


Total Market Cap: UK£31.6bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 1.4x202420252026
Current Industry PE
  • Investors are pessimistic on the British Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • Total earnings for the Media industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 5.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Telecom industry?

GB Market-0.40%
Telecom-2.87%
Media0.52%
Advertising1.46%
Cable and Satellite0%0
Broadcasting-1.77%
Publishing-1.98%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 30.6%, which is higher than its past year's earnings decline of 46.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
INF InformaUK£8.753.6%
+UK£383.3m		11.4%PE1002.4x
PEBB Pebble GroupUK£0.617.4%
+UK£6.1m		24.5%PE16.6x
NFG Next 15 GroupUK£2.602.0%
+UK£5.1m		-8.8%PS0.4x
TIG Team Internet GroupUK£0.422.4%
+UK£2.4m		-34.9%PS0.3x
SBDS Silver Bullet Data Services GroupUK£0.1017.6%
+UK£286.9k		-64.9%PS0.2x

Latest News

INF
UK£8.75
Informa
7D
3.6%
1Y
11.4%
ITV
UK£0.80
ITV
7D
-0.7%
1Y
-1.1%
Narrative Update • Jun 18

ITV: Media Division Sale To Sky Will Keep Stock Overvalued

Analysts have kept their fair value estimate for ITV unchanged at £0.62 per share, indicating that only minor adjustments in the discount rate, revenue growth, and profit margin assumptions have left the overall price target effectively stable. What’s in the News for ITV ITV said it remained in active discussions to sell its media and entertainment division to Comcast's Sky (Sky Limited), with an indicated valuation of about £1.6b for the unit.
SFOR
UK£0.34
S4 Capital
7D
-8.8%
1Y
38.4%
Narrative Update • Jun 18

SFOR: Higher Discount Rate Will Pressure Already Fragile Profitability Expectations

S4 Capital's latest narrative update reflects a lower analyst price target of £0.35, trimmed from £0.38, with analysts pointing to changes in fair value estimates, a higher discount rate, softer revenue expectations, and a much higher future P/E assumption as key drivers behind the shift. Analyst Commentary on S4 Capital Recent Street research on S4 Capital highlights a cautious tone, with the latest move being a trim in the price target to £0.35 from £0.38 while maintaining an Equal Weight stance.
WPP
UK£2.73
WPP
7D
-3.1%
1Y
-47.7%
TIG
UK£0.42
Team Internet Group
7D
2.4%
1Y
-34.9%
YOU
UK£2.18
YouGov
7D
-4.4%
1Y
-38.3%
Narrative Update • Jun 15

YOU: Shopper Review And Higher Future P/E Expectations Will Support Share Upside

The latest analyst price target for YouGov has shifted by £0.10. This reflects updated views on discount rates, profit margins and future P/E expectations based on recent research.
CAN
UK£2.55
Canal+
7D
-3.0%
1Y
13.5%
SBDS
UK£0.10
Silver Bullet Data Services Group
7D
17.6%
1Y
-64.9%
NFG
UK£2.60
Next 15 Group
7D
2.0%
1Y
-8.8%
Narrative Update • Jun 09

NFG: Stronger Long Term Margins Will Support Future Reappraisal

Analysts have reduced their price target for Next 15 Group to £14.88 from £15.70. This adjustment reflects slightly softer revenue growth assumptions, a stronger profit margin outlook, and a modestly lower expected future P/E multiple.
FUTR
UK£2.90
Future
7D
-3.2%
1Y
-59.0%
Narrative Update • Jun 04

FUTR: Rating Reset And Buybacks Will Support Long Term Upside Potential

Future's analyst price targets have shifted sharply lower toward £3.55, with analysts citing more cautious assumptions on fair value, discount rates, revenue growth, profit margins and future P/E multiples following a series of downgrades across the Street. Analyst Commentary The recent round of downgrades has pulled the average target closer to £3.55.
BMY
UK£6.34
Bloomsbury Publishing
7D
-1.6%
1Y
24.1%
FOUR
UK£36.80
4imprint Group
7D
-1.9%
1Y
4.4%
PEBB
UK£0.61
Pebble Group
7D
7.4%
1Y
24.5%